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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,434 | $59,111-63.7% | $86,451-75.2% | $68,490-68.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -20.68% | -0.22%-20.5pp | 4398.51%-4419.2pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,052 | $2,519-18.5% | $3,770-45.6% | $2,597-21.0% |
| Participant deferral / active EE | $4,907 | $5,900-16.8% | $6,953-29.4% | $4,028+21.8% |
| Admin fee / account holder | $792 | $5,640-86.0% | $6,734-88.2% | $5,403-85.3% |